BCE16

BCE16 : Week 1 - Het Rode Plein

BCE16 : Keuzelijst, portefeuilles, aandelen, sectoren

Performance YTD 31-12

Performance YTD 23-12

Performance YTD 04-12

Performance Q4 04-12

Performance YTD 27-11

Performance Q4 27-11

Sector Performance Q4 27-11

Performance YTD 20-11

Performance Q4 20-11

Sector Performance Q4 20-11

Performance YTD 13-11

Performance YTD 30-10

Performance October 2015

Index Performance 30-10

Sector Performance 30-10

Performance YTD 02-10

Sector Performance 02-10

Portfolio Analysis Q4

Totaal Rendement YTD 30-09

Totaal Rendement K3 30-09

Totaal Rendement YTD 01-09

Totaal Rendement K3 01-09

Totaal Rendement YTD 14-08

Totaal Rendement K3 14-08

Sector Performance 14-08

Totaal Rendement 31-07

Profitability p/sector 31-07

Profitability p/index 31-07

Totaal Rendement 26-06

Rendement per Index 26-06

Rendement per Sector 26-06

Totaal Rendement 29-05

Totaal Rendement 01-05

Totaal Rendement 24-04

European Stock Prices 17-04

Totaal Rendement 17-04

Totaal Rendement 10-04

Portefeuille kenmerken K1 vs K2

Keuzelijst Aandelen K2 2015

Short list Growth Profitability (EPS 10 jr, ROI, P/E)

Short list Value Profitability (ROA, P/B, P/E)

Model portfolios (31-03-15)

Growth profitability (EPS 10 jr, ROI, P/E)

1. Brands 

The growth brands portfolio exists of stocks listed on the growth shortlist and are from one of the sectors Personal Goods, General Retailers, Household Goods & Home Construction or Beverages.


GrowthBrands/ABI/BB/MC/BOSS/GWI1/BRBY/SAB/CFR/UHR/TOD

Anheuser Bush Inbev
BIC
Louis Vuitton Moet Hennessy
Hugo Boss
Gerry Weber Intl.
Burberry Group
SAB Miller
Compagnie Financière de Richemont
The Swatch Group
Tod'S

2. Dividend

The growth dividend portfolio exists of stocks listed on the growth shortlist and with the highest dividend payment (non special dividend) in 2014.

GrowthDividend/ACOMO/BOKA/BRNL/LI/BLT/III/IMT/REE/TRE/MARR

Amsterdam Commodities
Koninklijke Boskalis
Brunel
Klepierre
BHP Billiton
3I Group
Imperial Tobacco
Red Electrica
Tecnicas Reunidas
Marr

3. Momentum

The growth momentum portfolio exists of stocks listed on the shortlist with highest performance (price + dividend + currency) in last quarter, max. 1 per sector.

GrowthMomentum/ACOMO/BRNL/MELE/LI/BAS/FRE/PSM/VIS/BRE/REC

Amsterdam Commodities
Brunel
Melexis
Klepierre
BASF
Fresenius SE
ProSiebenSat.1
Viscofan
Recordati
Freni Brembo

4. Dogs

The growth dogs portfolio exists of stocks listed on the shortlist with lowest performance (price + dividend + currency) in last quarter, max. 1 per sector.

GrowthDogs/BOKA/KIN/GWI1/ZIL2/AGK/ANTO/JMAT/SPD/REE/MARR

Koninklijke Boskalis
Kinepolis
Gerry Weber Intl.
Elring Klinger
Aggreko
Antofagasta
Johnson Matthey
Sports Direct Intl.
Red Electrica
Marr


5. Low Lands

The growth low lands portfolio exists of stocks listed on the shortlist which are from Belgium or The Netherlands.

GrowthLowlands/ACOMO/ARCAD/BOKA/BRNL/DOCD/TWEKA/ABI/KIN/MELE/SIP

Amsterdam Commodities
Arcadis
Koninklijke Boskalis
Brunel
DOC Data
TK Holding
Anheuser Bush InBev
Kinepolis
Melexis
Sipef

6. High Risk

The growth high risk portfolio exists of stocks listed on the shortlist and with the highest beta value.

GrowthHighRisk/BAS/PSM/ANTO/BLT/BRBY/III/JMAT/SPD/ABBN/UHR

BASF
ProSiebenSat.1
Antofagasta
BHP Billiton
Burberry Group
3I Group
Johnson Matthey
Sports Direct Intl.
ABB
The Swatch Group

Value profitability (ROA, P/B, P/E)

1. Brands 

The value brands portfolio exists of stocks listed on the value shortlist and are from one of the sectors Personal Goods, General Retailers, Household Goods & Home Construction or Beverages.


ValueBrands/BB/MC/GWI1/NXT/PSN/TW/CFR/UHR/BRE/TOD

BIC
Louis Vuitton Moet Hennessy
Gerry Weber Intl.
Next
Persimmon
Taylor Wimpey
Compagnie Financière de Richemont
The Swatch Group
Freni Brembo
Tod'S


2. Dividend

The value dividend portfolio exists of stocks listed on the value shortlist and with the highest dividend payment (non special dividend) in 2014.

ValueDividend/ACOMO/BESI/BRNL/NEDAP/WIN/BLT/III/UU/REE/SCMN

Amsterdam Commodities
BE Semiconductor
Brunel
NEDAP
Wincor Nixdorf AG
BHP Billiton
3I Group
United Utilities
Red Electrica
Swisscom AG

3. Momentum

The value momentum portfolio exists of stocks listed on the shortlist with highest performance (price + dividend + currency) in last quarter, max. 1 per sector.

ValueMomentum/ACOMO/BESI/BAS/MNDI/VIS/ADEN/DLNG/BRE/IP/REC

Amsterdam Comm.
BE Semiconductor
BASF
Mondi
Viscofan
Adecco
De'Longhi
Freni Brembo
Interpump Group
Recordati

4. Dogs

The value dogs portfolio exists of stocks listed on the shortlist  with lowest performance (price + dividend + currency) in last quarter, max. 1 per sector.


ValueDogs/BOKA/BELG/COLR/GWI1/ZIL2/ANTO/JMAT/SPD/REE/TEN

Koninklijke Boskalis
Belgacom
Colruyt
Gerry Weber Intl.
Elring Klinger
Antofagasta
Johnson Matthey
Sports Direct Intl.
Red Electrica
Tenaris

5. Low Lands

The value low lands portfolio exists of stocks listed on the shortlist which are from Belgium or The Netherlands.

ValueLowlands/AALB/BESI/BOKA/BRNL/NEDAP/SLIGR/TWEKA/ABI/BELG/COLR

Aalberts Industries
BE Semiconductor
Koninklijke Boskalis
Brunel
NEDAP
Sligro Food Group
TK Holding
Anheuser Bush Inbev
Belgacom
Colruyt

6. High Risk

The value high risk portfolio exists of stocks listed on the shortlist and with the highest beta value.

ValueHighRisk/CON/ANTO/BLT/III/MNDI/PSN/TW/WOS/ADEN/UHR

Continental 
Antofagasta
BHP Billiton
3I Group
Mondi
Persimmon
Taylor Wimpey
Wolseley
Adecco
The Swatch Group

Totaal Rendement 31-03

Sector Rendement 31-03

Individueel Rendement 31-03

Totaal Rendement 12-03

Sector Rendement 12-03

Totaal Rendement 27-02

Sector Rendement 27-02

Totaal Rendement 30-01

Sector Rendement 30-01

Short list Growth Profitability (EPS 10 jr, ROI, P/E)

Short list Value Profitability (ROA, P/B, P/E)

Model portfolios (24-12)

Growth profitability (EPS 10 jr, ROI, P/E)

1. Brands 

The growth brands portfolio exists of stocks listed on the growth shortlist and are from one of the sectors Personal Goods, General Retailers, Household Goods & Home Construction or Beverages.


Reed Elsevier
Unilever
BIC
Hugo Boss
Gerry Weber International
Henkel AG & Co
Burberry Group
Diageo
Next
Reckitt Benckiser

*/GPBR/REN/UNA/BB/BOSS/GWI1/HEN3/BRBY/DGE/NXT/RB

2. Dividend

The growth dividend portfolio exists of stocks listed on the growth shortlist and with the highest dividend payment (non special dividend) in 2014.

Amsterdam Commodities
Doc Data
Reed Elsevier
Unilever
Fuchs Petrolub
ProSieben Sat1. Media
British American Tobacco
British Land
BHP Billiton
3I Group


*/GPDI/ACOMO/DOCD/REN/UNA/FPE3/PSM/BATS/BLND/BLT/III

3. Momentum

The growth momentum portfolio exists of stocks listed on the shortlist with highest performance (price + dividend) in last quarter, max. 1 per sector.


Valeo
Krones
Aalberts Industries
3I Group
Whitbread
Land Securities
Johnson Matthey
Belgacom
Henkel AG & Co
Reed Elsevier

4. Dogs

The growth dogs portfolio exists of stocks listed on the shortlist with lowest performance (price + dividend) in last quarter, max. 1 per sector.

Brunel
BHP Billiton
Tecnicas Reunidas
Reckitt Benckiser
BASF
Safran
Boskalis
British American Tobacco
SAP
Viscofan

5. Low Lands

The growth low lands portfolio exists of stocks listed on the shortlist which are from Belgium or The Netherlands.

Aalberts Industries

Amsterdam Commodities
Boskalis
Brunel
DOC Data
Reed Elsevier
Unilever
AB InBev
Belgacom
Umicore

*/GPLL/AALB/ACOMO/BOKA/BRNL/DOCD/REN/UNA/ABI/BELG/UMI


6. High Risk

The growth high risk portfolio exists of stocks listed on the shortlist and with the highest beta value.

Valeo
BASF
Continental
Infineon Technology
Antofagasta
BHP Billiton
Burberry Group
GKN
3I Group
Johnson Matthey


*/GPHR/FR/BAS/CON/IFX/ANTO/BLT/BRBY/GKN/III/JMAT


Value profitability (ROA, P/B, P/E)

1. Brands 

The value brands portfolio exists of stocks listed on the value shortlist and are from one of the sectors Personal Goods, General Retailers, Household Goods & Home Construction or Beverages.


AB InBev
BIC
Christian Dior
Essilor
Louis Vuitton Moet Hennessy
Adidas
Kingfisher
Marks & Spencer
Reckitt Benckiser
Taylor Wimpey


*/VPBR/ABI/BB/CDI/EI/MC/ADS/KGF/MKS/RB/TW



2. Dividend

The value dividend portfolio exists of stocks listed on the value shortlist and with the highest dividend payment (non special dividend) in 2014.

Amsterdam Commodities
Boskalis
DOC Data
Sligro Food Group
BASF
BHP Billiton
3I Group
Kingfisher
Marks & Spencer
Mondi

*/VPDI/ACOMO/BOKA/DOCD/SLIGR/BAS/BLT/III/KGF/MKS/MNDI



3. Momentum

The value momentum portfolio exists of stocks listed on the shortlist with highest performance (price + dividend) in last quarter, max. 1 per sector.

Duerr
Barratt Developments
Marks & Spencer
Norma Group SE
3I Group
Aalberts Industries
easyJet plc
Elring Klinger AG
Johnson Matthey
LVMH

4. Dogs

The value dogs portfolio exists of stocks listed on the shortlist  with lowest performance (price + dividend) in last quarter, max. 1 per sector.

Brunel
BHP Billiton
Smiths Group
Adidas
Reckitt Benckiser
BASF
Kendrion
SAP
Vopak
Boskalis

5. Low Lands

The value low lands portfolio exists of stocks listed on the shortlist which are from Belgium or The Netherlands.

Aalberts Industries
Amsterdam Commodities
Boskalis
Brunel
DOC Data
Sligro Food Group
Vopak
AB InBev
Belgacom
Colruyt

*/VPLL/AALB/ACOMO/BOKA/BRNL/DOCD/SLIGR/VPK/ABI/BELG/COLR


6. High Risk

The value high risk portfolio exists of stocks listed on the shortlist and with the highest beta value.

Continental
Antofagasta
Barratt Developments
BHP Billiton
GKN
3I Group
Mondi
Persimmon
Travis Perkins
Taylor Wimpey

*/VPHR/CON/ANTO/BDEV/BLT/GKN/III/MNDI/PSN/TPK/TW

Keuze lijst Aandelen K1 2015